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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,352 | $89,652-78.4% | $141,177-86.3% | $65,185-70.3% |
| Participation rate | 99.1% | 74.7%+24.4pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 0.03% | 32.79%-32.8pp | 71.40%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,703 | $3,065-11.8% | $4,736-42.9% | $2,177+24.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,263-100.0% | $847-100.0% |